J.W. Cole Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

J.W. Cole Advisors’s Portfolio NMZ Stock Details NMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Buy	+1,023,649	New	+$10.5M	0.19%	114
2026 Q1	–	Sell	-80,007	Closed	-$815K	–	1232
2025 Q4	$815K	Buy	80,007 +607	+0.8%	+$6.4K	0.02%	709
2025 Q3	$841K	Sell	79,400 -1,679	-2%	-$17.1K	0.02%	784
2025 Q2	$841K	Sell	81,079 -9,062	-10%	-$94K	0.02%	727
2025 Q1	$983K	Buy	+90,141	New	+$1,000K	0.03%	544
2020 Q4	–	Sell	-17,700	Closed	-$239K	–	792
2020 Q3	$239K	Buy	+17,700	New	+$239K	0.02%	618

Other funds holding NMZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

J.W. Cole Advisors's NMZ Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2026: 1,023,649 shares worth $10.8M. The stake represents 0.19% of the portfolio and ranks #114 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in NMZ as recently as Q4 2025.

J.W. Cole Advisors first reported a position in NMZ in Q3 2020 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

J.W. Cole Advisors held 1,023,649 shares of Nuveen Municipal High Income Opportunity Fund worth $10.8M as of Q2 2026.
Nuveen Municipal High Income Opportunity Fund was a new J.W. Cole Advisors position in Q2 2026.
Nuveen Municipal High Income Opportunity Fund made up 0.19% of J.W. Cole Advisors's portfolio in Q2 2026, its #114 holding.
J.W. Cole Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2020 and has held it in 6 quarters since.
212 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.